Financial Workshops

Your Money Matters

  1. List the steps for setting financial goals
  2. Track daily spending habits
  3. Prepare a personal spending plan to estimate monthly income and expenses
  4. Identify ways to decrease spending
  5. Identify ways to increase income
  6. Identify spending plan tools that will help you manage your bills

 

 

Building A Financial Plan That Works

  1. Importance of managing money
  2. Steps to build a spending and saving plan
  3. Techniques and tools
  4. Using a calendar to track expenses
  5. Spending gaps, leaks, habits

Goals for Your Business

“Smart Goals”

  1. Specific
  2. Measurable
  3. Attainable
  4. Realistic
  5. Time Bound (and tangible)